Planning

Planning is the first step of an effective performance management process.

It typically involves a meeting between the appraiser (manager) and the appraised (employee). The purpose of the Planning phase is to set expectations of, and goals for, the employee’s performance for the review period.

During the planning meeting, the employee and manager should agree on the individual's key job responsibilities, develop the goals and objectives that need to be achieved, identify competencies the individual must display in doing the job, and create an appropriate individual development plan.